0001493152-23-016618.txt : 20230512 0001493152-23-016618.hdr.sgml : 20230512 20230512155211 ACCESSION NUMBER: 0001493152-23-016618 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230512 DATE AS OF CHANGE: 20230512 EFFECTIVENESS DATE: 20230512 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Nishkama Capital, LLC CENTRAL INDEX KEY: 0001633799 IRS NUMBER: 462212693 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19253 FILM NUMBER: 23915332 BUSINESS ADDRESS: STREET 1: 9 THE ENCLAVE CITY: DORADO STATE: PR ZIP: 00646 BUSINESS PHONE: 917-741-3814 MAIL ADDRESS: STREET 1: 9 THE ENCLAVE CITY: DORADO STATE: PR ZIP: 00646 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001633799 XXXXXXXX 03-31-2023 03-31-2023 false Nishkama Capital, LLC

9 THE ENCLAVE DORADO PR 00646

13F HOLDINGS REPORT 028-19253 000170322 801-113336 N Eric Salzman 646-619-3629 /s/ Eric Salzman Rhinebeck NY 05-12-2023 0 54 467137254 INFORMATION TABLE 2 infotable.xml 1 800 FLOWERS COM INC CL A 68243Q106 862190 74973 SH SOLE 74973 0 0 ACV AUCTIONS INC COM CL A 00091G104 2738986 212160 SH SOLE 212160 0 0 ADOBE SYSTEMS INCORPORATED COM 00724F101 14499932 37626 SH SOLE 37626 0 0 ADOBE SYSTEMS INCORPORATED COM 00724F101 5780550 15000 SH Put SOLE 15000 0 0 AEHR TEST SYS COM 00760J108 4426151 142687 SH SOLE 142687 0 0 AES CORP COM 00130H105 7199029 298963 SH SOLE 298963 0 0 ALTERYX INC COM CL A 02156B103 41530331 705818 SH SOLE 705818 0 0 ALTERYX INC COM CL A 02156B103 4942560 84000 SH Call SOLE 84000 0 0 APPLIED MATLS INC COM 038222105 1473837 11999 SH SOLE 11999 0 0 BARNES & NOBLE ED INC COM 06777U101 1265446 832530 SH SOLE 832530 0 0 BLACKLINE INC COM 09239B109 8012002 119315 SH SOLE 119315 0 0 CHICKEN SOUP FOR THE SOUL EN CL A 16842Q100 609804 304902 SH SOLE 304902 0 0 CIRCOR INTL INC COM 17273K109 2402744 77209 SH SOLE 77209 0 0 CLARIVATE PLC ORD SHS G21810109 4697113 500225 SH SOLE 500225 0 0 CYBERARK SOFTWARE LTD SHS M2682V108 2965075 20037 SH SOLE 20037 0 0 ELASTIC N V ORD SHS N14506104 4160636 71859 SH SOLE 71859 0 0 ENDEAVOR GROUP HLDGS INC CL A COM 29260Y109 7104267 296877 SH SOLE 296877 0 0 EVERQUOTE INC COM CL A 30041R108 1949169 140228 SH SOLE 140228 0 0 FIVE9 INC COM 338307101 17349311 239996 SH SOLE 239996 0 0 FIVE9 INC COM 338307101 2891600 40000 SH Put SOLE 40000 0 0 FLEX LTD ORD Y2573F102 49693155 2159633 SH SOLE 2159633 0 0 INTEL CORP COM 458140100 12022560 368000 SH SOLE 368000 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 5134880 16000 SH Put SOLE 16000 0 0 ISHARES TR MBS ETF 464288588 1694151 17884 SH SOLE 17884 0 0 ISHARES TR MBS ETF 464288588 3741835 39500 SH Call SOLE 39500 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 3568000 20000 SH Put SOLE 20000 0 0 LYFT INC CL A COM 55087P104 8334889 899125 SH SOLE 899125 0 0 META PLATFORMS INC CL A 30303M102 20842392 98341 SH SOLE 98341 0 0 META PLATFORMS INC CL A 30303M102 2967160 14000 SH Put SOLE 14000 0 0 MICROSOFT CORP COM 594918104 29448980 102147 SH SOLE 102147 0 0 MONDAY COM LTD SHS M7S64H106 5792367 40577 SH SOLE 40577 0 0 MONGODB INC CL A 60937P106 1398720 6000 SH SOLE 6000 0 0 MONOLITHIC PWR SYS INC COM 609839105 1501620 3000 SH SOLE 3000 0 0 NETFLIX INC COM 64110L106 18783748 54370 SH SOLE 54370 0 0 NEW RELIC INC COM 64829B100 2710440 36000 SH SOLE 36000 0 0 NEXTRACKER INC CLASS A COM 65290E101 4532500 125000 SH SOLE 125000 0 0 NVIDIA CORPORATION COM 67066G104 24808472 89313 SH SOLE 89313 0 0 NVIDIA CORPORATION COM 67066G104 2777700 10000 SH Put SOLE 10000 0 0 PAYMENTUS HOLDINGS INC COM CL A 70439P108 2048707 231231 SH SOLE 231231 0 0 PINTEREST INC CL A 72352L106 17567170 644194 SH SOLE 644194 0 0 PINTEREST INC CL A 72352L106 2727000 100000 SH Put SOLE 100000 0 0 PRIMORIS SVCS CORP COM 74164F103 4284453 173741 SH SOLE 173741 0 0 PURECYCLE TECHNOLOGIES INC COM 74623V103 188713 26959 SH SOLE 26959 0 0 R1 RCM INC COM 77634L105 8593350 572890 SH SOLE 572890 0 0 SALESFORCE INC COM 79466L302 15713496 78654 SH SOLE 78654 0 0 SALESFORCE INC COM 79466L302 2996700 15000 SH Put SOLE 15000 0 0 SMARTSHEET INC COM CL A 83200N103 2949403 61703 SH SOLE 61703 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 9825360 24000 SH Put SOLE 24000 0 0 SPOTIFY TECHNOLOGY S A SHS L8681T102 28841209 215845 SH SOLE 215845 0 0 SPOTIFY TECHNOLOGY S A SHS L8681T102 2672400 20000 SH Put SOLE 20000 0 0 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 23337509 250887 SH SOLE 250887 0 0 TPI COMPOSITES INC COM 87266J104 5184882 397309 SH SOLE 397309 0 0 TYLER TECHNOLOGIES INC COM 902252105 2837120 8000 SH SOLE 8000 0 0 WAYFAIR INC CL A 94419L101 755480 22000 SH SOLE 22000 0 0